Civic Intelligence

Beaver Acres Elementary School Parent Teacher Organization Inc.

990EZ • Fiscal year 2016 • EIN 93-1184934

Jul 01, 2015 to Jun 30, 2016 • Filed on May 04, 2017

2125 SW 170th AveBeaverton, OR 97006

(503) 467-9639

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

60th percentile

7.8%

Higher net margin than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

56th percentile

5.0%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$48,466

Up $2,326 (+5.0%) from 2015

Net Assets

Up

$48,466

Up $2,326 (+5.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$29,994

Up $5,529 (+23%) from 2015

Expenses

Up

$27,668

Up $6,189 (+29%) from 2015

Net Income

Down

$2,326

Down $660 (-22%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2012: $38,670Liabilities 2012: $02012Assets 2013: $46,628Liabilities 2013: $0Net Assets 2013: $46,6282013Assets 2014: $43,154Liabilities 2014: $0Net Assets 2014: $43,1542014Assets 2015: $46,140Liabilities 2015: $0Net Assets 2015: $46,1402015Assets 2016: $48,466Liabilities 2016: $0Net Assets 2016: $48,4662016Assets 2017: $46,557Liabilities 2017: $0Net Assets 2017: $46,5572017Assets 2018: $60,429Liabilities 2018: $0Net Assets 2018: $60,4292018Assets 2019: $67,901Liabilities 2019: $0Net Assets 2019: $67,9012019Assets 2020: $67,309Liabilities 2020: $0Net Assets 2020: $67,3092020Assets 2021: $57,884Liabilities 2021: $0Net Assets 2021: $57,8842021

Highlighted filing

2016

Assets$48,466
Liabilities$0
Net Assets$48,466

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $31,412Expenses 2012: $24,277Net Income 2012: $7,1352012Revenue 2013: $28,071Expenses 2013: $20,113Net Income 2013: $7,9582013Revenue 2014: $23,380Expenses 2014: $26,854Net Income 2014: -$3,4742014Revenue 2015: $24,465Expenses 2015: $21,479Net Income 2015: $2,9862015Revenue 2016: $29,994Expenses 2016: $27,668Net Income 2016: $2,3262016Revenue 2017: $39,204Expenses 2017: $41,113Net Income 2017: -$1,9092017Revenue 2018: $43,012Expenses 2018: $29,140Net Income 2018: $13,8722018Revenue 2019: $33,375Expenses 2019: $25,903Net Income 2019: $7,4722019Revenue 2020: $19,968Expenses 2020: $20,560Net Income 2020: -$5922020Revenue 2021: $15,713Expenses 2021: $25,138Net Income 2021: -$9,4252021

Highlighted filing

2016

Revenue$29,994
Expenses$27,668
Net Income$2,326
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 4, 2017
Return Version
2015v3.0
Gross Receipts
$72,712
Mission and Program Overview

Mission

Assist Parents&Teachers w Student Educat

Program Services

DescriptionGrantsExpenses
Funded field tripsschool wide and grade specific assemblieshosted school community eventsfully funded the licensing and supplies for the Districts Art Literacy program-$11,819
Provided basic classroom suppliesGym equipmentCurriculum purchases and subscriptions-$8,870
Appreciation of Teachers Staff and Volunteers-$792
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christina HallPresidentPT$0--
Whitney Lyons-BrasierTreasurer And SecretaryPT$0--
Mercedes DillonTreasurerPT$0--
Alison StoneSecretaryPT$0--
Beth EllingtonVolunteer CoordinatorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
11 Fdraisers$65,716$65,716$42,718$22,998
Total Events$65,716$65,716$42,718$22,998
Filing and Contact Details

Filer

Filer Name
Beaver Acres Elementary PTO
EIN
93-1184934
Address
2125 SW 170th Ave, Beaverton, OR 97006

Signing Officer

Name
Christina Hall
Title
President
Phone
5034679639
Signed
2017-05-04
Discuss with paid preparer
No

Preparer

Firm
On-Time Accounting LLC
Address
3800 SW Cedar Hills Blvd Ste 200E, Beaverton, OR 97005
Preparer
Andrea Korsen
Phone
5037138902
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountMiscellaneous Income 778

Description of other expenses Part I line 16

Description AmountDepreciation from 4562 2,572Enrichment-Classroom Material 8,870Art Literacy 819Software and Internet 216School Event and Field Trips 11,819State Registration,License and Tax 60Childcare 218Office Supplies and Postage 246Staff and Volunteer Appreciation 792Insurance Event and Liability 444School License 1,217Clothes Closet Contribution 100Bank Service Charge 20

Description of other assets Part II line 24

Category Beginning of Year End of YearPlayground Structure 23,635 21,147Audio System 377 293

Changes to governing documents Part V line 34

Added: Monetary Policies: The organization reserves the right to form an auditing committee to review the financial records of the organization at any time it deems appropriateTreasurer manages all deposits on the behalf of the PTO per monetary policyChanged to: Board Member and Treasurer can manage all deposits on the behalf of the PTO per monetary policy

Raw XML Appendix180 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Beth Ellington
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Volunteer Coordinator
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt021440
IRS990EZ/OtherExpensesTotalAmt027393
IRS990EZ/OtherRevenueTotalAmt0778
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Funded field tripsschool wide and grade specific assemblieshosted school community eventsfully funded the licensing and supplies for the Districts Art Literacy program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Appreciation of Teachers Staff and Volunteers
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided basic classroom suppliesGym equipmentCurriculum purchases and subscriptions
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011819
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMiscellaneous Income 778
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDepreciation from 4562 2,572Enrichment-Classroom Material 8,870Art Literacy 819Software and Internet 216School Event and Field Trips 11,819State Registration,License and Tax 60Childcare 218Office Supplies and Postage 246Staff and Volunteer Appreciation 792Insurance Event and Liability 444School License 1,217Clothes Closet Contribution 100Bank Service Charge 20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearPlayground Structure 23,635 21,147Audio System 377 293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Added: Monetary Policies: The organization reserves the right to form an auditing committee to review the financial records of the organization at any time it deems appropriateTreasurer manages all deposits on the behalf of the PTO per monetary policyChanged to: Board Member and Treasurer can manage all deposits on the behalf of the PTO per monetary policy
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Changes to governing documents Part V line 34
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Christina Hall
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05034679639
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beaver Acres Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0BEAV
ReturnHeader/Filer/EIN0931184934
ReturnHeader/Filer/USAddress/AddressLine1Txt02125 SW 170th Ave
ReturnHeader/Filer/USAddress/CityNm0Beaverton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097006
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272959989
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0On-Time Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03800 SW Cedar Hills Blvd Ste 200E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beaverton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097005
ReturnHeader/PreparerPersonGrp/PhoneNum05037138902
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrea Korsen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-05T15:16:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings